Adam Swinney, CFA

2025 Commodity Outlook: Three Areas to Watch

For commodity investors, three areas to watch are inflation, the US dollar and supply conditions across physical markets.

What Goes Up, Must Come Down: Mean Reversion in Commodities

Explore how a commodity portfolio can be built to emphasize diversification and rebalancing.

Midyear Commodity Outlook: Are Higher Rates Masking Tight Inventories?

Learn why the level of inventories can have a big impact on commodity prices, and relatively low inventories can lead to higher volatility across commodity markets.

While the Last Round in the Inflation Fight Might Be the Hardest, Don’t Expect Gold to Outperform

Read why we think it makes sense to prepare for bouts of unexpected inflation by including a modest allocation to diversified commodities in a resilient core portfolio.